Knowledge Agent: An overview

 Key capabilities

• AI-Ready Content: Automatically enriches and organizes your SharePoint content for trustworthy Copilot and agent responses.

• Effortless Management: Proactively keeps your intranet fresh and compliant by flagging outdated pages, fixing broken links, and suggesting improvements.

• Natural Language Simplicity: Trigger actions, automate workflows, and get answers using simple, conversational prompts.

• Role-Based Intelligence: Adapts to your context—whether you’re a site manager, content creator, or consumer—surfacing the most relevant actions.

Who Should Use Knowledge Agent? 

Knowledge Agent is for anyone who interacts with SharePoint: 

• Site Managers: Maintain site health and relevance.

• Content Managers: Organize libraries and automate workflows.

• Content Creators: Build pages and FAQs with AI assistance.

• Content Consumers: Get instant answers and insights from your content.

Prerequisites

Knowledge Agent is available in Public Preview starting September 18 for Microsoft 365 Copilot users with opted in tenants or sites.  

To try Knowledge Agent, your organization’s IT admin needs to take action to opt into Knowledge Agent Public Preview (at your tenant or site level) and you need to have a Microsoft 365 Copilot license. Usage is included with Microsoft 365 Copilot.  

Please work with your IT admin and refer to our admin guide to setup and rollout details.  

Getting Started 

The Floating Button in SharePoint provides quick access to Knowledge Agent AI features.

Located in the bottom right corner - the floating button offers real-time, context-sensitive recommendations.  

It adapts its skills based on:  

• Your role - site manager, content manager, creator, or consumer

  • Where you are – page, library and

  • What you select – file, folder

• Other entry points

The Knowledge Agent chat pane can also be launched from:  

• Agents coin in the suite navigation in the top right corner

• AI actions button on selected files that are supported in document library​​​​​​​

Core capabilities

The Knowledge Agent offers a comprehensive set of skills to enhance productivity and streamline content management: 

• Ask a Question about Content: Get instant, context-aware answers from your files, pages, or sites.

• Summarize File(s) or Page: Quickly generate summaries to understand key points.

• Compare Files: See differences and similarities between documents.

• Audio Overview of File or News Post: Listen to AI-generated audio summaries.

• Generate FAQ from File: Create FAQ sections based on your content.

• Improve the Site: Fix broken links, retire outdated pages, and fill content gaps.

• Create Page / Section / FAQ Webpart with AI: Build engaging pages and sections using natural language prompts and templates.

• Refine Pages with Design Ideas: Get AI-powered suggestions to enhance your pages.

• Write and Rewrite with AI: Draft, edit, and polish content with AI assistance.

Knowledge Agent Skills and Users

Here is an overview of actions available for each surface, organized by a user’s role and permissions: 

Next Steps 

Explore the detailed usage guides for each capability above to get the most out of Knowledge Agent. Whether you’re organizing files, creating content, or just looking for answers, Knowledge Agent is your partner in making SharePoint smarter and more useful. 

Knowledge Agent is available in Public Preview for Microsoft 365 Copilot users. IT admins can enable it at the tenant or site level. For setup and rollout details, see our admin guide. 

Tip: Use the Floating Button anywhere in SharePoint to access Knowledge Agent’s features—tailored to your current task and role.